anthonyms’ Activity

Today

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Boards Post

anthonyms replied to the Saul’s Investing Discussions board. 12:46 AM

Re: ZS Analyst Day

What Palo Alto is doing is creating a cloud offering to enable them to maintain and sell more appliances. Their offering cannot stand alone and compete. It only works with an appliance infrastructure.

That's why on the one hand [more]

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anthonyms replied to the Saul’s Investing Discussions board. 12:36 AM

Re: ZS Analyst Day

Kingran
Like I said lot of difference between 30~!40% grower vs 85% market share, I am speaking about the technology.
Without wanting to speak for Denny but I believe he was talking about 85% market penetration of the technology [more]

Tue Sep 17

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anthonyms replied to the Saul’s Investing Discussions board. 10:19 PM

Re: ZS announcements

Zscaler™ B2B is a unique solution that reduces the attack surface introduced by customer-facing applications that are exposed on the internet. Built with the fundamentals of a service-initiated zero trust network access (ZTNA) architecture, [more]

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anthonyms replied to the Saul’s Investing Discussions board. 10:41 AM

Re: ZS announcements

Good - For what it's worth I sold my entire Palo Alto holding (@ ~215), early Monday (which has dropped back since) and divided the proceeds into ZS (@ ~47) and Crowdstrike (@ ~65), (both of which have moved ahead). PANW's growth rate is half [more]

Fri Sep 13

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anthonyms replied to the New Paradigm Investing board. 1:21 AM

Re: SEDG/ENPH

Agreed it looks interesting. Still the retrace doesn’t unwind that much of the ascent over the last couple of years. Even so probably not a bad entry or trade.

A

Tue Sep 10

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anthonyms replied to the Saul’s Investing Discussions board. 5:46 AM

Re: What I've done today

Yeh I sold out of Enviva Partners and some more IQVIA and bought:-

Some larger top ups in Crowdstrike and Alteryx and some smaller top ups in SmartSheets, Elastic and Zoom.
Selection decisions driven by 1) the day's down pricing [more]

Fri Sep 6

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anthonyms replied to the New Paradigm Investing board. 3:27 AM

Re: Market Tired of 20-30 Price to Sales?

I saw nothing to worry about in the MDB's case and also SmartSheet or Elastic even. I've been topping up on ZS, Elastic and Mongo in this debacle. Sold my NetEase to top up as well as enter GDS. Looking at potentially selling Palo Alto and [more]

Fri Aug 30

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anthonyms replied to the New Paradigm Investing board. 1:54 AM

Re: Poll: Chinese stocks

Ugh sorry I missed out one:

TAL (hold) - 4 star (fast growth in the very important private education market in China)

Another large holding for me although others may prefer its competitor EDU.

Ant

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Boards Post

anthonyms replied to the New Paradigm Investing board. 1:53 AM

Re: Poll: Chinese stocks

Ok - I will leave you guys to sort out your maths on this one.

In the meantime for those of you who were interested, here are my highest rated China companies that I own or have on my watch list with a confidence star [more]

Thu Aug 29

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Boards Post

anthonyms replied to the New Paradigm Investing board. 10:28 PM

Re: Poll: Chinese stocks

Ok and which one is correct?
Ant

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anthonyms replied to the Saul’s Investing Discussions board. 11:11 AM

Re: OKTA conference call notes

Agreed - I think there were a lot more cautionary signals in this versus Elastic for instance and it was a stretched valuation in the first place.

I'm not selling but I don't see this as anywhere near the same buying opportunity as [more]

Thu Aug 22

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anthonyms replied to the Saul’s Investing Discussions board. 7:46 PM

Re: Letting Winners Run and Portfolio Concentrat

I understand what you mean which was the discussion was on topic.

I also think you’ve got a really smart point about what constitutes a bigger risk and the value of the resulting intervention:- portfolio concentration and balancing risk vs [more]

NL

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anthonyms replied to the Saul’s Investing Discussions board. 5:48 PM

Re: Letting Winners Run and Portfolio Concentrat

Right or wrong outcome, the discussion was a good one - it wasn't that "I've got too much SHOP and need to sell," it was "SHOP isn't growing as much as its stock multiple demands and that's probably due to cannabis [more]

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Boards Post

anthonyms posted to the Saul’s Investing Discussions board. 4:47 AM

Shopify vs Amazon cage fight continues

Clearly Amazon is worried by Shopify's GMV penetration, its app/partner ecosystem and in house fulfilment solutions and is trying to fight back with its own SME tools/services...

[more]

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anthonyms replied to the Saul’s Investing Discussions board. 12:18 AM

Re: Patience

Ok Mike - look forward to your reaction too.

Agreed on your evaluation although what I would say is:

Apart from Shopify none of our hyper growth SaaS enterprises have got anywhere near this kind of revenue run rate and many have [more]

Wed Aug 21

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Boards Post

anthonyms posted to the New Paradigm Investing board. 11:19 PM

PSTG Q2 Results Discussion

Guys - I've left my review of Pure's results over on Saul's board. Here's the link...

[more]

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Boards Post

anthonyms replied to the Saul’s Investing Discussions board. 11:12 PM

Re: Patience

AJ - thanks for getting us started on this. Ok I have reviewed the ER/slides and done some number crunching etc. I'm sure Bert will issue a note shortly as well but in the meantime:-

Here are the memos in case you didn't get them [more]

Wed Aug 14

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Boards Post

anthonyms replied to the Saul’s Investing Discussions board. 4:03 AM

Re: Bear's Mid-August Portfolio Update

Brandon - that's really cool thanks for doing that. It would be interesting to know the revenue growth rate averages for the 3 baskets too. Look forward to this as a dedicated thread.
A

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Boards Post

anthonyms replied to the Saul’s Investing Discussions board. 12:03 AM

Re: Square and fed

Hi Ruhaan

I get the point you are making. The adopter of the technology could and probably will be an incumbent - but probably the largest incumbent (as per AliPay in China) and maybe not the smallest (like Square).

The transaction [more]

Tue Aug 13

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Boards Post

anthonyms replied to the Macro Economic Trends and Risks board. 12:10 PM

Re: On China (semi x post from Saul's board)

It would be interesting to know what impact seeing other parts of the world has had on Chinese people that have had that opportunity.

It would be interesting to learn from. When I first started to see Chinese abroad they typically [more]

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Big red star, 1000 posts
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Most Frequent Board Saul’s Investing Discussions
Very First Post CREE & an Asia Pacific perspective (8/26/2010)
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